Investment Styles

Tandem offers three investment strategies for separately managed accounts (SMAS).

Request More Information

Inception Date: 03/31/1991

Large Cap Core

Large Cap Core (LCC) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle. Tandem’s investment philosophy requires that portfolio companies consistently grow both earnings and dividends. LCC differs from Tandem’s other strategies in that dividends must be paid to be included in LCC. Tandem believes dividend growth justified by earnings growth should allow stocks to perform well over time regardless of economic or market conditions. A proprietary semi-quantitative investment methodology is utilized to produce returns that experience less volatility than, and correlation to, the broader market.

Inception date: 05/31/2007

Equity

Equity seeks to produce superior returns with less volatility over a complete market cycle. Tandem’s investment philosophy requires that portfolio companies consistently grow earnings and dividends, if dividends are paid. Unlike LCC, Equity does not require portfolio companies to pay a dividend. Tandem relies upon a proprietary semi-quantitative investment methodology to produce returns that typically have limited correlation to the broader market in the short run, while keeping pace with prolonged market advances.

Inception Date: 03/31/2010

Mid Cap Core

Mid Cap Core (MCC) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle. MCC is identical to the Equity strategy with one caveat – initial investments can only be made in companies under a $20 billion market cap. Similar to Tandem’s other two strategies, MCC requires portfolio companies to consistently grow earnings and dividends, if dividends are paid. Tandem relies upon a proprietary semi-quantitative investment methodology to produce returns that typically have limited correlation to the broader market in the short run, while keeping pace with prolonged market advances.

Our History

Tandem Investment Advisors, Inc. (Tandem) is an independent, employee-owned investment management firm located in Charleston, SC. Since its inception in 1990, Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.